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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1276
Vicus Capital
Pennsylvania
$248K -$18.2K -199 -7%
CCC
1277
Chelsea Counsel Company
California
$248K -$10.1K -110 -4%
LSAG
1278
Lake Street Advisors Group
New Hampshire
$248K +$24.7K +269 +11%
GFP
1279
Gryphon Financial Partners
Ohio
$247K -$84.8K -925 -26%
1WA
1280
180 Wealth Advisors
Washington
$247K -$367 -4 -0.1%
CCA
1281
Cobblestone Capital Advisors
New York
$247K – – –
CA
1282
CapWealth Advisors
Tennessee
$246K – – –
FA
1283
Fagan Associates
New York
$246K – – –
RWP
1284
RWA Wealth Partners
Massachusetts
$246K +$367 +4 +0.1%
SDAM
1285
Shulman DeMeo Asset Management
New York
$245K -$479K -5,230 -66%
SW
1286
SteelPeak Wealth
California
$245K +$246K +2,688 New
PIP
1287
Peachtree Investment Partners
Florida
$244K +$19.7K +215 +9%
MFG
1288
Menard Financial Group
Texas
$243K +$244K +2,661 New
BG
1289
Berry Group
Massachusetts
$242K +$244K +2,657 New
EF
1290
Empirical Finance
Pennsylvania
$241K +$242K +2,643 New
FEM
1291
Fulcrum Equity Management
Texas
$240K +$2.48K +27 +1%
WBC
1292
West Branch Capital
Massachusetts
$239K -$81.5K -889 -25%
JIC
1293
Joel Isaacson & Co
New York
$238K – – –
WPP
1294
Whalerock Point Partners
Rhode Island
$237K -$83.2K -907 -26%
ITIM
1295
Indiana Trust & Investment Management
Indiana
$237K -$9.99K -109 -4%
SA
1296
Shilanski & Associates
Alaska
$235K -$367 -4 -0.2%
CF
1297
Centaurus Financial
California
$235K +$27.3K +298 +13%
VA
1298
Valmark Advisers
Ohio
$234K +$14K +153 +6%
AWA
1299
Arkadios Wealth Advisors
Georgia
$234K +$214K +2,334 New
CBT
1300
Capital Bank & Trust
California
$233K -$9.53K -104 -4%
50 51
52
53 54